Legacy Planning Tool

Your land is a part of your legacy. Planning its future is critical to ensuring that your financial needs and personal goals for the land are achieved. The intent of this tool is to help those starting the estate planning process better understand their options and find a professional that can help. Answer the questions below for information about suggested strategies to meet your goals and contact information for professionals working in your community. Importantly, these suggestions are not meant to replace professional advice. Instead, they are meant to help guide your conversations with one.

Would you like to determine who owns your land after you?

NA

Yes

No

Would you like to ensure some or all of your land remains undeveloped (in its natural state) in the future?

NA

Yes

No

Would you like to permanently or temporarily ensure the land remains undeveloped?

NA

Permanently

Temporarily

Would you like to continue to own the land or have it owned by a conservation organization?